Terminate

Terminate Process #

Termination feature is let admin can terminate a package in Back Office System or Sales Application when a member request to terminate a package.

Admin able to decide the “Date Time” to send out “Email of Alert Members to Sign Termination Documents”.

• When member want to terminate a membership, there have 4 steps need to process:
  • Signs termination document by member and Sales Person
  • Approve by admin by using Back Office System
  • Paid terminate fee (if need)
  • Until next payment date (if not terminate immediate)

• For example:
  • Cindy has decided to terminate a package on 1 September 2021.
  • Next payment date will be 15 September 2021.
  • Date to remind Cindy to sign the termination document is 10 if Cindy does not sign the termination document.
  • System will send out an email to remind member to sign the termination document on 5 September 2021.
  • Calculation will be (Next payment date) – (Setup days) = (Receive email date

Process Flow: #

Termination Process Using Sales Application #

1. Login Sales Person account in Sales App
2. Select ‘Clients’ on the bottom
3. Select a client profile and click ‘Overview’
4. Select the membership that client want to terminate
5. Click ‘Terminate’ button
6. Fill in the information according to the form
7. Clicl ‘Save’ after done
8. Back to the client profile
9. Select ‘Document’ tab
10. Click the document that need to sign by client and Sales Person
11. Click ‘Submit’ button after done sign
12. Admin only will confirm the terminate process after member and Sales Person done sign the terminate document (Using Back Office System)

Termination Process Using Back Office System #

1. Login admin account in the Back Office System
2. Click ‘Manage’ on the left side
3. Select ‘Clients’ on the top
4. Select a client profile
5. Select the membership that client want to terminate
6. Click 3 dots at the action side
7. Click the ‘Terminate’ button, and follow the step in the form
   1. If you do not want to wait for the next payment date, please click “Terminate Immediate”
   2. If no fee required, click “No Fee Require”
8. Package status changed to ‘Pending Termination’
9. Click 3 dots at the action side
10. Click ‘Send Termination Document’ to member
    1. Client needs to click the link in the email
    2. Client needs to fill in the form and sign on the form
    3. Click ‘Submit The Form’ after done above steps
11. Sales Person needs to sign on the Sales App
    1. Search the client’s name
    2. Select ‘Document’ tab and sign the document
12. After Sales Person and Client done sign the document, the document status in the Back Office will show Completed
13. Admin only will confirm the terminate process after member and Sales Person done sign the terminate document